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iShares Floating Rate Bond ETF
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Overview Fund Activity

582 hedge funds and large institutions have $4.55B invested in iShares Floating Rate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 205 increasing their positions, 171 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+58
Holders Change %
+11.07%
% of All Funds
8.99%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.51%
New
112
Increased
205
Reduced
171
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$185M
2
GT
2
Glenview Trust
Kentucky
$68.9M
3
Bank of America
3
Bank of America
North Carolina
$513M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$30.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$34.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$52.2M
2
CI
2
CX Institutional
Indiana
$550K
3
DC
3
Davenport & Co
Virginia
$79M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$24.3M
5
LG
5
Leuthold Group
Minnesota
$9.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$9.17M -$381K -7,514 -4%
KP
77
Keel Point
Alabama
$9.15M -$3.13M -61,677 -25%
SC
78
Scotia Capital
Ontario, Canada
$8.84M +$79K +1,558 +0.9%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$8.8M +$2.81M +55,350 +47%
OWA
80
Octavia Wealth Advisors
Ohio
$8.69M -$50.3K -991 -0.6%
LI
81
LVZ Inc
Michigan
$8.68M +$638K +12,578 +8%
PI
82
Pachira Investments
California
$8.53M -$4.51M -88,815 -35%
FFG
83
Frisch Financial Group
New York
$8.3M -$763K -15,192 -8%
IFS
84
Ifrah Financial Services
Arkansas
$8.17M +$175K +3,443 +2%
BFO
85
Boston Family Office
Massachusetts
$7.97M -$436K -8,603 -5%
WCM
86
Windsor Capital Management
Arizona
$7.84M +$349K +6,886 +5%
WMG
87
WESCAP Management Group
California
$7.84M +$1.32M +26,094 +20%
AF
88
Allworth Financial
California
$7.83M +$6.28M +123,798 +407%
CS
89
Comerica Securities
Michigan
$7.7M +$634K +12,505 +9%
RAM
90
Riggs Asset Management
Pennsylvania
$7.69M +$405K +7,976 +6%
Betterment LLC
91
Betterment LLC
New York
$7.46M +$1.12M +21,981 +18%
AWM
92
Axxcess Wealth Management
California
$7.21M +$7.21M +142,037 New
WWM
93
Windsor Wealth Management
Indiana
$7.11M +$7.11M +140,246 New
PFM
94
Parsec Financial Management
North Carolina
$7.02M +$7.02M +138,381 New
IFO
95
Independent Family Office
New York
$7M -$19.7K -388 -0.3%
GC
96
Guggenheim Capital
Illinois
$6.88M -$2.53M -49,865 -27%
WSTAM
97
Wilbanks Smith & Thomas Asset Management
Virginia
$6.86M +$1.96M +38,652 +40%
PA
98
Perennial Advisors
New York
$6.84M +$364K +7,183 +6%
LG
99
LaFleur & Godfrey
Michigan
$6.48M +$81.9K +1,615 +1%
SWM
100
Scissortail Wealth Management
Oklahoma
$6.24M +$6.24M +123,041 New
2 3
4
5 6